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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-03 |
| NY | RA | APPROVED | 2024-03-08 |
Branch Locations
277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • United States
925 Westchester Avenue Floor 04, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ridefield | CT | 06/2017 | 09/2022 |
| Unemployed | Stamford | CT | 02/2017 | 06/2017 |
| Maserati | Greenwich | CT | 11/2016 | 02/2017 |
| Bmw Of Ridgefield | Ridgefield | CT | 06/2015 | 11/2016 |
| First Republic Securities Company, Llc | White Plains | NY | 09/2022 | 09/2023 |
| First Republic Investment Management, Inc. | White Plains | NY | 09/2022 | 09/2023 |
| J.P. Morgan Securities Llc | White Plains | NY | 09/2023 | Present |
| J.P. Morgan Private Wealth Advisors Llc | White Plains | NY | 09/2023 | Present |
| Jp Morgan Chase Bank, N.A. | White Plains | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-16 |
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